RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt
More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.
Source: wealthmanagement.com
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CAPTRUST Acquires Minnesota Firm With $770M in Assets
CAPTRUST Financial Advisors has acquired QA Wealth Management, a Minnetonka, Minn.-based firm with $770 million in advisory assets, according to a news release.
Source: fa-mag.com
QA WEALTH MANAGEMENT JOINS CAPTRUST
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides...
Source: prnewswire.com
Captrust acquires QA Wealth, a Minnesota firm managing $770 million
Captrust said it has acquired QA Wealth Management, an advisory firm in Minnetonka, Minnesota, that manages $770 million in client assets.
Source: investmentnews.com